First I will learn everything I can about you: your values, your goals, your vision. Together, we’ll implement your personalized plan, to give you the best possibility of achieving these goals. We’ll move forward with understanding and clarity, to help you stay on course.
— David G. Niggel
GETTING TO KNOW YOU
Our client relationships begin with a period of discovery, as we discuss and clarify:
- Your current situation
- Your goals
- Your time horizon
- Your tolerance for risk
Based on the knowledge we gain in discover, and in partnership with you, we design your custom financial plan. Your comprehensive plan provides seamless solutions to align your wealth and your life.
IMPLEMENTING THE PLAN
Once you approve your personalized plan, we put it into action. Key Wealth creates your investment portfolio. And trusted partners in the fields of accounting, insurance and law help to implement the corresponding parts of your plan.
MONITORING AND ADJUSTING
No financial plan should be written in stone. Markets change, and your circumstances and goals change. It’s our responsibility to help you stay on target toward the future you envision. On a regular basis, we’ll sit down to address your plan, your investments, and related subjects such as insurance, retirement, estate planning and philanthropic planning
At Key Wealth, we firmly belief that a structured approach—one that includes your full involvement—is the surest way to reach your long-term goals.